Research
*Research published here is selective and posted 7 days or more after distribution to clientsResearch Coverage: Analysis Pre-Event/Break-Up
January 26th, 2012 Click image to request a copy of analysis…
FGL’s Demerger of its Wine Business (TWE) to Open Doors for Potential Buyers …SABMiller?
August 1st, 2011
Full Analysis (April 6, 2011) - Download our Conviction Note + 32 page Research note ahead of the Spinoff on May 10, 2011.
Parent: Foster’s (FGL / Mkt-cap A$8.5bn ): Largest Australian brewer with a portfolio of renowned beer brands to attract potential bidders.
Spinoff: Treasury Wine Estates (TWE / Mkt-cap A$2.6bn): International wine business with favourable long-term trends restrained by subdued economic conditions.
TSR Model Portfolio Performance: June 30, 2011
July 14th, 2011
The Performance of our past 43 months of recommendations to our clients can be found here: TSR MP - June 30, 2011
TSR Model Portfolio Performance – April 29, 2011
May 12th, 2011 The Performance of our past 41 months of recommendations to our clients can be found here: TSR MP - April 29, 2011
Research Portfolio Performance – February 28, 2011
March 7th, 2011 A PDF update of our 39 month performance track record that measures our Spinoff research recommendations to clients can be found here -
TSR MP – Feb 28, 2011
